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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,275 | $217,427+7.3% | $185,837+25.5% | $167,518+39.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.57% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.1pp |
| Employer contribution / active EE | $6,023 | $5,874+2.5% | $5,168+16.5% | $4,838+24.5% |
| Participant deferral / active EE | $7,859 | $6,357+23.6% | $5,568+41.1% | $6,342+23.9% |
| Admin fee / account holder | $2,764 | $19,816-86.1% | $16,241-83.0% | $12,312-77.6% |